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Williams Companies

1,149 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 499 increasing their positions, 332 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 83

50% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 332

15% more capital invested

Capital invested by funds: $30.1B → $34.6B (+$4.54B)

13% more call options, than puts

Call options by funds: $243M | Put options by funds: $215M

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

5% more funds holding

Funds holding: 1,0971,149 (+52)

0.61% less ownership

Funds ownership: 86.41%85.8% (-0.61%)

Holders
1,149
Holders Change
+52
Holders Change %
+4.74%
% of All Funds
18.47%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.55%
New
156
Increased
499
Reduced
332
Closed
83
Calls
$243M
Puts
$215M
Net Calls
+$27.9M
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1126
Sierra Capital
Florida
$3K
JFGIW
1127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.93K
GEA
1128
Glen Eagle Advisors
New Jersey
$2.42K +$2.41K +74 New
KFI
1129
Key Financial Inc
Pennsylvania
$2.21K
JIR
1130
James Investment Research
Ohio
$2K
PCM
1131
Penserra Capital Management
California
$2K +$2.15K +66 New
BWM
1132
BerganKDV Wealth Management
Minnesota
$1.91K +$944 +29 +100%
MFT
1133
Moisand Fitzgerald Tamayo
Florida
$1.88K -$15.2K -467 -89%
TFM
1134
TFC Financial Management
Massachusetts
$1.88K
AIC
1135
Archer Investment Corporation
Indiana
$1.81K +$488 +15 +38%
PSB
1136
Piscataqua Savings Bank
New Hampshire
$1.02K
CAL
1137
Capital Advisors Ltd
Ohio
$1K -$1.37K -42 -72%
TFA
1138
Transamerica Financial Advisors
Florida
$1K
LWANC
1139
Laurel Wealth Advisors (North Carolina)
North Carolina
$955
MYAM
1140
Meiji Yasuda Asset Management
Japan
$929 +$93.4K +2,870 +11%
TCA
1141
Trifecta Capital Advisors
Illinois
$921 +$912 +28 New
TWD
1142
True Wealth Design
Ohio
$724 +$716 +22 New
GFWA
1143
Grey Fox Wealth Advisors
Delaware
$526 +$521 +16 New
TWP
1144
TFO Wealth Partners
Ohio
$148 +$130 +4 New
SVCP
1145
Silicon Valley Capital Partners
California
$22 +$33 +1 New
CMP
1146
Coston McIsaac & Partners
Maine
$8 +$8.14K +250 New
WIM
1147
Westside Investment Management
California
$6
SCA
1148
Salient Capital Advisors
Texas
-$104M -3,617,942 Closed
HHAM
1149
HITE Hedge Asset Management
Massachusetts
-$28.7M -1,004,100 Closed
Balyasny Asset Management
1150
Balyasny Asset Management
Illinois
-$23.5M -822,178 Closed

WMB Hedge Fund Activity: Q4 2022 in Review

1,149 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2022, worth a combined $34.6B — up 15% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new WMB positions and 83 closed out — a net gain of 73 holders — while 499 added to existing stakes and 332 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $137M. The largest seller was Dodge & Cox, cutting an estimated $338M.

  • 1,149 institutional investors held Williams Companies (WMB) as of Q4 2022, up from 1,097 in Q3 2022.
  • Funds reported $34.6B of Williams Companies stock for Q4 2022, up 15% quarter-over-quarter.
  • 156 funds opened new Williams Companies positions in Q4 2022 and 83 closed out, a net change of +73 holders.
  • The largest Williams Companies buyer in Q4 2022 was Westwood Holdings Group, an estimated $137M added.
  • The largest Williams Companies seller in Q4 2022 was Dodge & Cox, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2022.